Category: Record Triggered Flow

How To Configure Salesforce Flow Transform Element

The Transform element, a cornerstone of Flow Builder, has undergone notable refinements since its last iteration. One of the most compelling additions is the ability to seamlessly transform collections of data between flow resources. This enhancement unlocks a myriad of possibilities, allowing users to manipulate data with unprecedented flexibility and precision.

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Summer ’21 Flow New Features

If you are a Salesforce Flow fan, I am sure like me, Summer 21 release is going to excite you as well. In this blog post, I am sharing all the new flow features that are now available with Summer 21 and how we can take advantage of these.I will be sharing a video as well explaining these features at the end of this post. So if you prefer watching videos, click here or you can continue reading this post first and then watch the video later.Note – I will be covering Salesforce Summer 21 release new features in upcoming...

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How to Run part of the Flow after the Triggering Event | Spring 21 New Feature

If you are a Salesforce Flow fan, I am sure like me, Spring 21 release is going to excite you as well. If you are dealing with situations where you need to take actions based on some future dates, till today, you can either write scheduled action in Process Builder or time-dependent actions in workflow rules. But with Spring 21 release you can implement the same in flow. This post will show you how you can take advantage of this new cool feature. I also created a video explaining the steps.You can check my other posts which talk about some of the flow enhancements that are coming along with Spring 21 release.How to compare between Prior and New Value in Record Triggered FlowsBlog:  http://bit.ly/3r78BToVideo:  https://youtu.be/auTFTb2exhwHow to create multi-column screens in Flow BuilderBlog: http://bit.ly/38ta5i6Video: https://youtu.be/CiKf5bVdGqwUse Case:Here is the use case which I will be implementing -Step 1Create a Record-Trigerred Flow and choose Freeform/Auto-Layout in the next screen. Step 2Configure the Trigger Screen as -Trigger the Flow When: A record is created or updatedRun the Flow: After the record is saved [Note – Schedule action/path is only available after the record is saved.]Step 3Configure the object as “Opportunity” with the criteria to make sure flow is running only when the opportunity is open.Important – Select “Only when a record is updated to meet the condition requirements” under the “When to run the Flow for updated records”...

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How to Compare Between Prior and New Value in Record Triggered Flows | Spring 21 New Feature

 Spring 21 is going to be full of new Flow features. Today I will be explaining how you can compare between prior and new value in record triggered flows. In my earlier post, I have shared another feature from Spring 21 – “How to create multi-column screens in Flow Builder”. The video link is here.Before Spring 21, if we need to compare between prior and new values before running the business processes, we need to rely on either Process Builder or Trigger. But with the introduction of Spring 21 release, now we can do this comparison right inside flow builder and take actions accordingly.In this post, I will use this feature to implement a basic use case. I also put a short video here explaining the steps.Use CaseHere comes the use case which I will be implementing using flow.Step 1Create a Record-Trigerred flow and choose Freeform/Auto-Layout in the next screen.Step 2Configure Trigger screen, select -Trigger The Flow When: A record is created or updated.Run the Flow: Before the record is saved.Step 3In the Choose Object screen, select -Object: Opportunity.Condition Requirements: Amount Is null False.Step 4Create the decision where -Outcome – Greater Outcome – Less Than EqualStep 5Add the assignment for Greater to update the rating to HOT.Step 6Add the assignment for Less Than Equal to update the rating to NORMAL.FinalBelow is how the flow will look like finally -I hope...

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